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TheraNest App

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1564 results found

  1. Remember items per page preferences

    At the bottom of the client page, there is the option to select the number of clients that display. Have TheraNest remember what number I set so I don't have to set it every time I view the client list or other similar places in TheraNest.

    22 votes

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  2. View or work in two areas of TheraNest at the same time

    Allow me to view or work in two areas of TheraNest at the same time. For example, I may want to view the calendar and case file at the same time, or the client's ledger and their notes at the same time so I don't have to switch back and forth.

    22 votes

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  3. Allow searching for client name using partial characters

    When searching fast it would be nice to search say "jamie knott" quickly as "ja kn".

    22 votes

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  4. API access

    Allow me to have access to TheraNest's API.

    22 votes

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  5. Edit appointment status after invoice creation

    Allow me to edit the appointment status of an invoice without having to delete the invoice. We invoice all of our clients first thing in the morning and then need to be able to change the status of appointments as needed.

    22 votes

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  6. Add report that will pull information filled in from dynamic forms

    There are specific fields that we use with our clients, such as household size, and past military service information. It would be great to be able to export or download a spreadsheet with the clients' names and this additional field data.

    22 votes

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    2 comments  ·  Reporting  ·  Admin →
  7. Hide or remove tabs from clients and cases

    I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.

    21 votes

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  8. View only data for archived clients

    Allow me to view (not edit) the information and notes for archived clients without having to unarchive them.

    21 votes

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  9. Add more modalities in the treatment plan

    When filling out a patient's treatment plan, allow me to add additional check boxes under "Treatment Modality".

    21 votes

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  10. Remove signatures from dynamic forms

    Allow me to remove signatures from dynamic forms.

    21 votes

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  11. Add ability to send one time payment link for multiple invoices

    Make it possible to send a 1-time payment link for multiple invoices to the same client?
    Right now you have to send 1 link per invoice.

    21 votes

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  12. Allow staff without billing permissions to see client Insurance details

    If we could have some way therapists can see who the insurance payer is without having any billing permissions, that would be amazing! Our reasoning behind it is some insurance payers allow for two sessions a week versus one and it would help our therapists know how many sessions can be scheduled in one week.

    21 votes

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  13. Automatically mark submitted claims to paid claims w/o us lowering the amount we bill the insurance.

    Please try to automatically mark the submitted claims as paid, when the ERAs are downloaded in Theranest. We have to manually update these claims a few times on different pages so that they will show up as paid.
    I know that if we bill the amount that we contract with the insurance, these claims are updated automatically, however this is not recommended since it will prevent future increase in rates.
    The way the current system works, takes a lot of time and it is confusing.

    21 votes

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  14. Customize first appointment email

    Allow me to customize the first appointment email so I can include text about our cancellation policy or invite them to join the client portal.

    21 votes

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  15. Edit existing referral sources

    I'd like the ability to edit my referral sources. Right now, I can only archive a referral source, but if their place of work changes, or their name changes, or I want to add information about them, I have to archive and create a "new" referral source. It would be much better to be able to edit them.

    21 votes

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  16. Include location in email when appointment is scheduled

    Include the location information when the automatic email is sent to a client when an appointment is scheduled. Otherwise, they don't see the location until the appointment reminder is sent.

    21 votes

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  17. Offer EAP as insurance option

    Could you add Employee Assistance Programs as an Insurance Option and allow the number of sessions completed with the number of sessions covered (eg 1/5) to show where the copay would normally show? Perhaps a flag could appear on the final visit prompting the therapist to complete paperwork and provide referrals on the final session?

    21 votes

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  18. Show client ID rather than initials on calendar

    When I have the setting to only show the client initials on the calendar, allow me to show the Client ID instead.

    20 votes

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  19. Remember report filters

    When I run a report in TheraNest, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.

    20 votes

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    5 comments  ·  Reporting  ·  Admin →
  20. Apply signature to superbills

    As a therapist, allow me to apply my electronic signature to superbills. Some of my clients are saying they need it for reimbursement.

    20 votes

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